AdminSEG

The most complete software for insurance administration.

AdminSEG is a modern online Administration System, ideal for Insurance Providers, Brokers, Agencies and Independent Professionals dedicated to Insurance Production. It provides 100% customized solutions that allow you to manage your portfolio efficiently, maximize results and access real-time information securely wherever you are.

Sell
Administrate
Manage
Consult

Insurance Providers
Brokers / Agencies
Individual Agents

AdminSEG

Our
Software

AdminSEG offers innumerable advantages, from the quote process, online application and issuance of coverage, to its renewal and cancellation. Manage your customer portfolio from any device, in an efficient and personalized way. Manage your business through a friendly, reliable, secure and 100% online system.

+ INFO

Optimization

A 100% digital, cloud-based, customizable and comprehensive solution for automating the life cycle of your policies through paperless procedures in its entirety.

Personalization

Diagram, adapt and develop your software model according to the profile, needs and objectives of your organization. Your AdminSEG system will be your own, unique and tailored to your needs.

Organization

Receive updated information on prospects, quotes, sales and customers. Manage your tasks and processes. Design analyzes and projections. Create and automate your own statistical, sales and commercial objective reports.

Value

Obtain competitive advantages, optimizing processes in a detailed, professional and efficient way from any location and device. Online applications, web portals and real-time reports for your agents and clients, adding value to your services.

AdminSEG

Integrated & Customized
Solutions for:

  • INSURANCE PROVIDERS
  • LOCAL BROKERS
  • MASTER AGENCIES
  • INTERNATIONAL BROKERS
  • AGENCIES
  • INDIVIDUAL AGENTS

AdminSEG Modules

Maximize your company potential, digitize processes, increase your sales, retain customers and provide your policyholders and agents with the highest level of efficiency, keeping them updated with key indicators.

PoliciesManager

POLICY ADMINISTRATION

Complete Insurance Portfolio Management. Electronic Document Issuance. Underwriting Process. Multiple Business Lines, Products & Plans. Multiple Agency/Sales Levels. Multiple Currency. Electronic Payments. Renewals Full Control. Cloud Files Admin. Tasks. Activity Reports. Custom Reports. Automatic Notifications & Alarms.

Quote

QUOTING

E-mail Delivery. Enrollment Option. PDF Illustrations. Online Application Link by Agent/Agency. Customizable Documentation. Automatic Notifications. Quotation Reports. Historical Records. Applications in Process.

OnlineInsurance

INSURANCE APPLICATION

Web Based. 100% Responsive. Link From E-mail Quote. Reflexive Questions. Online Form option. Digital Signature. Credit Card Payment Process. Document Attachment. Agent/Consultant Online Application.

Lives-Insured-Members

LIVES-INSURED-MEMBERS

Clients, beneficiaries, additional insured, employees, etc. Agents, Sales Team, Companies, Groups. Agreements, KPI’s, others.

Documents-Cards-Ids

DOCUMENT ISSUANCE

Customizable Styles and Structures. Automated E-mail upon Policy Approval. Insurance Application. Policy Contract. Coverage Certificate. Welcome Letter. Terms & Conditions. Others.

Evaluation-Underwriting

UNDERWRITING

Policy Approval Process. Underwriter Notes. E-mail Notifications. Restrictions Details. International Classification of Diseases (ICD). Amendment, Exclusion, Extra Premium, others.

Commission

COMMISSIONS

Sales & Renewals Commission Settlements. Payments by Agent / Agency. Multiple level Agreements. Individual & General Commission Structure. Complete Override. Referral Commissions. Reports by Agent/Agency. Historical Records. Charts & Graphics.

Claims-Siniesters

CLAIMS

Complete Management by Policy. Claimant, Dates, Status, Amounts. Invoices Administration. Policy Information. Complete Description. Files Management. Multiple Reports. Automatic Alerts.

SalesReports

SALES REPORTS

Multiple Sales Reports by Branch, Product, Plans and more. Agents Ranking. Monthly & Annual Sales. Custom Filters. Reports Download. PDF & Excel Sheets. Create and program your own Reports. Key Performance Indicators. Dynamic Custom Charts. Application Reports. Automatic E-mail Reports.

CRM

CRM

Prospects & Leads Administration. Quoting Tools. Quote & Send. Tasks Workflow. Activity Planning & Scheduling. Files Administration. Alerts & Real Time Notifications. Automatic E-mail Reports.

AutomaticReports

AUTOMATIC REPORTS

Daily, Weekly & Monthly Reports. Users Activity. Renewals, Payments, New Businesses. Claims, Commissions, Agreements, others.

Workflow

TASKS MANAGEMENT

Task Management. Calendar. Status, files, reports via email. Create and schedule recurring tasks.

AgentPortal

AGENT PORTAL

Integrated with the Administration System. Policies / Clients. Sales reports. CRM. Incentives. Renovations. Commissions. Claims, others.

ClientPortal

CLIENT PORTAL

Policy Details. Payments. Claims. Endorsements. Contact with Agent / Company. Documentation. News.

AdminsegApp

ADMINSEG APP

White Label Mobile Application. Your Organization Brand & Logo. Clients & Policies. Claims. Sales Reports. CRM / Workflow. Commissions. Others.

Safety

SECURITY

100% Cloud system. USA datacenter. AdminSEG owned servers. SSL/PCI certificates. Total availability. 24x7x365 support. Full Backup Guaranteed.

A new generation in insurance administration

CLOUD
PAPERLESSCUSTOMIZABLE
INTEGRATEDREAL TIME
MOBILEAUTOMATIC
AdminSEG
Quote. Sell. Manage. Project.

Policy/Client Administration, Quotes, Sales, Online Applications, Evaluation, Commissions, Reports & Analysis, Contact and Prospect Activity, Agent Portal, Client Portal and Claims Administration, 100% Digital & Paperless.

logo-mercantil
logo-manhattan-life
logo-ole
logo-ever-insurance
logo-woa
logo-orange
logo-cidescol
logo-mesos
logo-megabrokers
logo-supra
logo-quorum
logo-globalitas

Do you want to know more?

With presence in 23 countries and more than 10,000 users, AdminSEG is the insurance management tool that will take your business to the next level.

Our mission is to provide you with new solutions permanently, while we accompany and advise you at all times, being your system support and development team. If you want to know how we can help your organization, make an appointment with us and we will contact you to give you a detailed presentation and offer you a 100% tailored solution.

AdminSEG